CenterBook Partners’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Buy
2025
Q1
Sell
2024
Q4
$386K Sell
2024
Q3
$552K Sell
2024
Q2
$1.29M Sell
2024
Q1
$1.85M Buy
2023
Q4
$400K Buy
2023
Q3
$357K Buy
2022
Q4
Sell
2022
Q3
$380K Sell
2022
Q2
$627K Buy
2022
Q1
$365K Buy
2021
Q4
$316K Buy